Assign Experts for Ownership
Expert Assignment for Playbooks
Easily assign experts to specific playbooks, giving them control over content updates and accuracy.
Clear Ownership
Visible expert assignments ensure the right person is always responsible for the content, improving accountability.
![A digital interface displays a to-do list titled "Hi, Peggy." Items include Welcome to Acme, Prospecting Process, Salesforce CRM, and Sales Training Quiz. A "Sales Expert" badge is shown with an arrow pointing to it—essential parts of the onboarding process.](https://usewhale.io/wp-content/uploads/2024/08/Feature_Dashboard-1024x782.png)
![A pop-up window displaying expert and privacy settings with a highlighted field for selecting an expert named "Joan Harris" and setting a review interval to "Every year." Ideal for process documentation during employee training.](https://usewhale.io/wp-content/uploads/2024/07/Feature_Experts-1024x853.png)
Automate Review Cycles
Set Custom Review Intervals
Define how often playbooks should be reviewed—monthly, quarterly, or at any interval you choose.
Automated Reminders
Experts receive automatic reminders when a review is due, ensuring timely updates.
Keep Content Fresh and Relevant
Track Review Status in Analytics
Monitor the review status of each playbook directly in the Analytics section, ensuring nothing slips through the cracks.
Continuous Improvement
Regular reviews help keep your content aligned with current best practices and organizational needs.
![Expert reviews on Whale for the process scorecard](https://usewhale.io/wp-content/uploads/2024/07/Expert-reviews-on-Whale-1024x568.jpg)
Quick Guide: Using Whale’s Review Cycles
See how Whale’s expert review cycles let subject matter experts review and validate your training content, ensuring accuracy and quality before it reaches your team.